Security key
824430300
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 3,080,000
- Total 13F shares
- 268,861
- Share change
- -156,480
- Total reported value
- $1,926,799
- Price per share
- $7.16
- Number of holders
- 9
- Value change
- -$1,066,701
- Number of buys
- 3
- Number of sells
- 4
Report period
Q3 2025
Institutions
9
Top holders
9
SHFS full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
SHF Holdings, Inc. SEC filings
SHF Holdings, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 824430300
Recent filing periods:
Top shareholders of SHFS - SHF Holdings, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| M3F, Inc. |
13F
|
Company |
9%
|
278,342
|
$604,000 | — | 30 Jun 2025 | |
| Blue Owl Capital Holdings LP |
13F
|
Company |
2.5%
|
75,897
|
$164,696 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.92%
|
28,304
|
$61,420 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.44%
|
13,697
|
$29,726 | — | 30 Jun 2025 | |
| SJS Investment Consulting Inc. |
13F
|
Company |
0.37%
|
11,313
|
$24,550 | — | 30 Jun 2025 | |
| Mariner, LLC |
13F
|
Company |
0.35%
|
10,710
|
$23,241 | — | 30 Jun 2025 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.16%
|
5,000
|
$10,850 | — | 30 Jun 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.06%
|
1,865
|
$4,047 | — | 30 Jun 2025 | |
| Fortitude Family Office, LLC |
13F
|
Company |
0.01%
|
196
|
$425 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
17
|
$37 | — | 30 Jun 2025 | |
| Partner Colorado Credit Union |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
11,386,139
|
$10,942,080 | — | 28 Sep 2022 | |
| 5AK, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
3,363,175
|
$3,232,011 | — | 28 Sep 2022 | |
| Atalaya Capital Management LP |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,599,496
|
$1,537,116 | — | 27 Jun 2022 | |
| Joshua Mann |
3/4/5
|
Director |
—
class O/S missing
|
3,363,175
|
$3,232,011 | — | 28 Sep 2022 | |
| Sundie Seefried |
3/4/5
|
Director |
—
mixed-class rows
|
1,723,108
mixed-class rows
|
$2,430,302 | — | 24 Apr 2025 | |
| John Darwin |
3/4/5
|
Director |
—
class O/S missing
|
1,445,157
|
$1,336,770 | — | 07 Dec 2023 | |
| Dan Roda |
3/4/5
|
EVP & Chief Operating Officer |
—
class O/S missing
|
928,869
|
$892,643 | — | 11 Dec 2023 | |
| Donald T. Emmi |
3/4/5
|
Chief Legal Officer |
—
mixed-class rows
|
41,880
mixed-class rows
|
$585,778 | — | 06 Jun 2025 | |
| Tyler Beuerlein |
3/4/5
|
Chief Business Develop Officer |
—
mixed-class rows
|
402,597
mixed-class rows
|
$571,688 | — | 31 Dec 2023 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
201,958
|
$438,249 | — | 30 Jun 2025 | |
| Karl Racine |
3/4/5
|
Director |
—
mixed-class rows
|
91,756
mixed-class rows
|
$77,003 | — | 24 Apr 2025 | |
| James H. Dennedy |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
166,667
|
$66,667 | — | 23 May 2023 | |
| Chris Fameree |
3/4/5
|
Director |
—
mixed-class rows
|
20,000
mixed-class rows
|
$9,610 | — | 28 Sep 2022 | |
| Peter Lansing Torres |
3/4/5
|
Director |
—
mixed-class rows
|
20,000
mixed-class rows
|
$9,610 | — | 28 Sep 2022 | |
| CLEAR STREET LLC |
13F
|
Company |
—
class O/S missing
|
219,402
|
$4,849 | — | 30 Jun 2025 | |
| ATW SPAC MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
200,000
|
$4,290 | — | 30 Jun 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
188,000
|
$4,117 | — | 30 Jun 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
87,500
|
$1,750 | — | 30 Jun 2025 | |
| SkyView Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
54,050
|
$1,000 | — | 30 Jun 2025 | |
| GTS SECURITIES LLC |
13F
|
Company |
—
class O/S missing
|
31,354
|
$690 | — | 30 Jun 2025 | |
| Aristides Capital LLC |
13F
|
Company |
—
class O/S missing
|
25,000
|
$553 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
22,390
|
$490 | — | 30 Jun 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
19,467
|
$430 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
10,000
|
$200 | — | 30 Jun 2025 | |
| Terrance Elliot Mendez |
3/4/5
|
Director, CEO and CFO, Director |
—
mixed-class rows
|
99,924
mixed-class rows
|
— | — | 30 Sep 2025 | |
| Francis A. Braun III |
3/4/5
|
Director |
—
class O/S missing
|
53,114
|
— | — | 07 Aug 2025 | |
| Michael Regan |
3/4/5
|
Chief Inv. & Strat. Officer |
—
mixed-class rows
|
49,993
mixed-class rows
|
— | — | 30 Sep 2025 | |
| Douglas Beck |
3/4/5
|
PAO SVP of Finance Controller |
—
class O/S missing
|
45,875
|
— | — | 30 Sep 2025 | |
| Richard Carleton |
3/4/5
|
Director |
—
mixed-class rows
|
12,476
mixed-class rows
|
— | — | 30 Sep 2025 | |
| Doug Fagan |
3/4/5
|
Director |
—
class O/S missing
|
11,628
|
— | — | 25 Apr 2025 | |
| Jennifer Meyers |
3/4/5
|
Director |
—
class O/S missing
|
11,628
|
— | — | 29 Apr 2025 | |
| Jonathan Summers |
3/4/5
|
Director |
—
class O/S missing
|
11,628
|
— | — | 24 Apr 2025 | |
| Jonathon F. Niehaus |
3/4/5
|
Director |
—
class O/S missing
|
11,628
|
— | — | 28 Apr 2025 | |
| Jeffrey R. Kay |
3/4/5
|
Chief Marketing Officer |
—
mixed-class rows
|
4,118
mixed-class rows
|
— | — | 30 Sep 2025 |
Institutional Holders of SHF Holdings, Inc. - Common Stock (SHFS) as of Q3 2025
As of 30 Sep 2025,
SHF Holdings, Inc. - Common Stock (SHFS) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
268,861 shares.
The largest 9 holders included
M3F, Inc., Blue Owl Capital Holdings LP, VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, SJS Investment Consulting Inc., TD Waterhouse Canada Inc., BANK OF AMERICA CORP /DE/, Tower Research Capital LLC (TRC), and UBS Group AG.
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
10
Q3 2025 holders
9
Holder diff
-1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.